Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Needham
Recent news which mentions Needham
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
21
22
Next >
5 Analysts On DraftKings Q2 Results: 'Operational Excellence,' 'Widening Its Competitive Gap,' Momentum To Continue
August 04, 2023
Tickers
DKNG
Tags
JMP Securities
Needham
Reiteration
From
Benzinga
Amazon's Q2 Earnings Impress: Focus On AI And Margin Improvement Praised By Analysts
August 04, 2023
Tickers
AMZN
Tags
Expert Ideas
Market News
Mark Shmulik
From
Benzinga
Block's Stock Crashes Even After Beat-And-Raise Quarter, 5 Analysts Deep Dive Into Print
August 04, 2023
Tickers
SQ
Tags
Trading Ideas
Top Stories
Dan Dolev
From
Benzinga
Is Apple Stock's Risk-Reward Still Attractive After Q3 Earnings, Lighter iPhone Revenues? 'New Chapter Of How Investors View Apple'
August 04, 2023
Tickers
AAPL
TECH
UBS
Tags
vision pro
Tech
Shannon Cross
From
Benzinga
Coinbase Shares Dip Despite Earnings Beat: Analysts Mixed On Future Prospects
August 04, 2023
Tickers
COIN
TECH
Tags
Trading Ideas
Canaccord Genuity
Mid Cap
From
Benzinga
What's Behind Airbnb's Earnings Beat? 5 Analysts Deep Dive Into Q2 Print
August 04, 2023
Tickers
ABNB
Tags
Bernie McTernan
Expert Ideas
Patrick Scholes
From
Benzinga
'We Are Still In The Wait And See Stage': 5 PayPal Analysts Weigh In As Stock Tanks Despite Q2 Earnings Beat
August 03, 2023
Tickers
PYPL
Tags
Truist Securities
Earnings
Analyst Color
From
Benzinga
DoorDash Continues To Execute With 'No Sign Of A Consumer Slowdown': 4 Analysts Bullish After Q2 Print
August 03, 2023
Tickers
DASH
Tags
Trading Ideas
Reiteration
Needham
From
Benzinga
How Rivian Became Analysts' Darling: All Upsides Of Tesla, Minus The Risks?
July 31, 2023
Tickers
EVS
RIVN
TECH
TSLA
Tags
DA Davidson
Elon Musk
Canaccord Genuity
From
Benzinga
Tesla Moves Forward With India Plans, Rivian Gets Another Price Target Boost, Chinese Startups Seek German Lifeline: Biggest EV Stories Of The Week
July 29, 2023
Tickers
ASIA
EVS
F
LCID
Tags
Analyst Color
Eurasia
LCID
From
Benzinga
Intel's Q2 Results Get Mixed Reactions From 4 Analysts: 'AI Contribution Remains Modest'
July 28, 2023
Tickers
AI
INTC
TECH
Tags
Needham
Reiteration
AI stocks
From
Benzinga
Roku Crushes Q2 Estimates, Sending Stock Soaring, But Ongoing Hollywood Strike Triggers Analysts' Concern
July 28, 2023
Tickers
ROKU
Tags
William Blair
Ralph Schackart
Market News
From
Benzinga
Lam Research Poised For 'Solid Start To The Year' As 3 Analysts Discuss Q4 Print
July 27, 2023
Tickers
LRCX
Tags
Market News
Movers
Analyst Ratings
From
Benzinga
5 Analysts Mixed On Meta Platforms: Post-Q2 Valuation Boost, AI Growth, But Concerns Over 2023 Share Gains, Spending
July 27, 2023
Tickers
META
Tags
Mark Zgutowicz
Instagram
Facebook
From
Benzinga
5 Analysts Size Up Microsoft Shares After Q4 Earnings: 'In The Early Innings Of A Massive Penetration Of AI And Cloud'
July 26, 2023
Tickers
AI
BMO
MSFT
TECH
Tags
Dan Ives
artificial intelligence
Wedbush
From
Benzinga
Alphabet's AI Integration Winning Over 5 Analysts: Q2 Results Spark Optimism Despite Market Challenges
July 26, 2023
Tickers
GOOG
GOOGL
Tags
Analyst Color
Price Target
Benzinga
From
Benzinga
Tesla Analysts Chime In On Margins, Cybertruck, FSD Licensing And More: 'Would Use Any Pullback To Accumulate Shares'
July 20, 2023
Tickers
FSD
TSLA
Tags
Analyst Ratings
Bernstein
Morgan Stanley
From
Benzinga
Tesla Analyst Sees No Victory For Bears From Cybertruck But Points To This As Real Worry Going Ahead
July 05, 2023
Tickers
EVS
TSLA
Tags
Reiteration
TSLA
Needham
From
Benzinga
Rivian Stock Rips Over 7% Higher Premarket: What's Going On?
July 05, 2023
Tickers
EVS
RIVN
Tags
RIVN
Expert Idea
Analyst Ratings
From
Benzinga
China Unable To Chip Off Micron's Prospects: 4 Analysts Remain Bullish On Outlook
June 29, 2023
Tickers
MU
Tags
Needham
Reiteration
Srini Pajjuri
From
Benzinga
ZoomInfo Technologies Shares Climb As It Wields AI, Gears Up For Next Stage Of Growth
June 28, 2023
Tickers
ZI
Tags
Expert Ideas
Market News
Joshua Reilly
From
Benzinga
Apple's Vision Pro Price Tag, Release Date Find Little Love On The Street: Why One Analyst Says Disney Acquisition More Likely After WWDC
June 06, 2023
Tickers
AAPL
DIS
META
Tags
Analyst Color
mixed reality
Bob Iger
From
Benzinga
Investors Dump SentinelOne Shares: Analysts On Q1 Print, 'Disastrous' Results
June 02, 2023
Tickers
S
Tags
Trading Ideas
Adam Tindle
Needham
From
Benzinga
MongoDB Gets Major Forecast Revisions By These 4 Analysts After Upbeat Earnings
June 02, 2023
Tickers
MDB
Tags
Ittai Kidron
Earnings
Miller Jump
From
Benzinga
Salesforce's AI Strategy Is 'Firming Up': 4 Analysts On Q1 Print, Outlook
June 01, 2023
Tickers
CRM
Tags
News
software
Brent Bracelin
From
Benzinga
C3.ai Beats Q4 Estimates: Stock Sells Off, Analysts Weigh In
June 01, 2023
Tickers
AI
TECH
Tags
Wedbush
General
News
From
Benzinga
Will CrowdStrike Have A Weak Q2? 4 Analysts On 'Solid' Q1 Print, Macro Pressures
June 01, 2023
Tickers
CRWD
Tags
Expert Ideas
John DiFucci
Analyst Ratings
From
Benzinga
Chewy Inc's Shares Surge As Q1 Earnings Exceed Expectations: 4 Analysts Applaud Results
June 01, 2023
Tickers
CHWY
Tags
Seth Basham
Needham
Reiteration
From
Benzinga
AI Revenue To Bolster Ambarella's Growth By 60% In 2024, 3 Analysts On Q1 Print
May 31, 2023
Tickers
AMBA
Tags
Quinn Bolton
Trading Ideas
Reiteration
From
Benzinga
Marvell Technology AI Sales To Double: 5 Analysts Take A Look At Q1 Print
May 26, 2023
Tickers
AI
MRVL
Tags
Expert Ideas
Christopher Rolland
Market News
From
Benzinga
< Previous
1
2
...
10
11
12
13
14
15
16
17
18
...
21
22
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.